PARWX Mutual Fund

PARWX Mutual Fund

NAV$64.41
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Returns Overview

1 Month
+1.04%
3 Months
+5.99%
6 Months
+13.07%
YTD
+18.36%
1 Year
+27.96%
3 Years (annualized)
+19.11%
5 Years (annualized)
+9.77%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+12.44%
vs Peers
+5.92%

PARWX Mutual Fund Performance

PARWX performance across multiple time periods: 1-month 1.04%, YTD 18.36%, 1-year 27.96%, 3-year 19.11%, 5-year 9.77%, 10-year 14.52%.

PARWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

PARWX vs another fund shows side-by-side returns. PARWX alternatives are available in the Mutual Fund Screener.